Displaying 133 results
Massachusetts moves to limit REITs’ hospital ownership
High-profile hospital collapse sparks legislative action to ban REITs as landlords that experts say misses the mark.
Structured notes are turning heads among advisors, says CAIS
The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.
Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
REIT deals getting creative amid weary commercial real estate market
Details behind Blackstone deal with KKR hints at rising pressure from mounting redemption requests and high borrowing costs.
SEC’s hedge fund clampdown faces setback in US court
The regulator is weighing its options after a federal appeals court ruled against its proposed fee disclosure rule.
Mercer Advisors brings private market muscle to high-net-worth clients
The $60B RIA unveils strategic tech partnership for new alts platform, along with new leaders in its private markets division.
Hedge fund investors are sick of paying for “skill-less returns”
A coalition of pensions, endowments, and other institutional investors are demanding a change to the fees they're charged.
Apollo plots private credit push with expansion to ETFs
The private asset giant is eyeing retail channels to expand its asset origination business, according to the CEO.
Arete Wealth strikes deal for California-based Portsmouth Financial Services
The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.
MassMutual strikes new alts partnership with CAIS
The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.
Lawmakers get their wish as SEC gives Ether ETFs the green light
Citing bitcoin ETFs, a bipartisan group of house representatives issued the call ahead of the federal securities regulator’s pivotal decision.
iCapital breaks in its distributed ledger capabilities
The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.
Schwab to offer alternative investments for qualified investors
Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.
JPMorgan on the prowl for a partner in private credit
The banking behemoth is looking to extend its $3.6T asset management arm's reach in the piping-hot sector, according to sources.
Commonwealth sharpens HNW focus with iCapital partnership
The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.
Do private debt fund returns offset their risks?
A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.
Gratus Capital brings hedge funds to clients with iCapital alliance
The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.
More advisors than ever considering crypto for clients
Polling by DACFP and Franklin Templeton reveals 70 percent surge in advisors planning to recommend digital asset allocations in client portfolios.
AlTi announces deal for $3B family office Envoi
The acquisition in Minneapolis extends the global wealth manager’s ambitions to become a key player in the UHNW space.
Blackstone set to make debut on CAIS alts platform
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
